Good Financial Planning can be worth its weight in gold but how do you define the actual value of advice in the investment process, the so-called "Gamma" factor that adds extra performance to a portfolio through picking the right funds and avoiding investment mistakes such as excessive risk.
Increased regulation and competition is spurring consolidation in the Sipp sector but what will the future hold? By Sally Hamilton.
Tuesday, 23 July 2013 15:05 Written by Don't delete
David Gibson CFPCM of Gibson Financial Planning helps a young couple to think and plan ahead for their future as they adjust to the arrival of family life after the birth of their son.
Tuesday, 23 July 2013 11:55 Written by Don't delete
Each month Financial Planner interviews leading planners, asking them to share best practice and the story of their firm's growth. This month we speak to Adrian Pickersgill CFPCM from Chatfield Private Client in Birmingham.
Tuesday, 25 June 2013 11:43 Written by Don't delete
Each month Financial Planner asks a leading Financial Planner to share best practice from their business and the story of how they built their company. This issue we talk to James Harvey CFPCM of James Harvey Associates.
Julie Lord FIFP CFPCM looks after an elderly widowed client who always left the finances to her husband and now needs help understanding how she can spend the money to help her family.
In the post-RDR world, helping clients with their investment decisions has never been more important but how can Financial Planners and wealth managers keep up with the competition and follow best practice at the same time?
For many the IFP annual conference is the highlight of the Financial Planning calendar. As the event approaches, Laura Dew takes a look at what delegates can expect at this year's conference including the inspiring keynote speakers.
Niraj Vyas, Financial Planning director at Guardian Wealth Management, looks in this Technical Update at the growing demand for Islamic finance in the UK and the role Financial Planning will play within this expanding realm.
Wednesday, 15 May 2013 12:47 Written by Don't delete
Each month Financial Planner questions a leading Financial Planner to ask them to share best practice from their businesses and the story of how they and their colleagues built their company. This month we talk to Jason Holmes CFPCM from Lumen Financial Planning in Northern Ireland.
Wednesday, 15 May 2013 12:40 Written by Don't delete
Financial Planner Carl Lamb of Almary Green reflects on how he found a solution for three feuding business owners who had differing viewpoints on the future direction of their business.
The value of the state pension, in terms of comparison with national average earnings, has been in decline for many years and this is likely to continue. The public are realising that the state may no longer provide the level of retirement income that they desire.